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| Bob Froehlich of Scudder Investments |
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| TOP PICK | CitiGroup | C-N | 45.030 | Financials will move up even when rates are rising. | 2004-07-09 | ||
| TOP PICK | Merrill Lynch & Co (US) | MER-N | 51.190 | Financials will move up even when rates are rising. | 2004-07-09 | ||
| TOP PICK | JP Morgan | JPM-N | 36.860 | Financials will move up even when rates are rising. Great dividend. | 2004-07-09 | ||
| TOP PICK | Intel | INTC-Q | 26.560 | Not a conservative play. Believes that the 50% accelerated tax depreciation will bring some demand in at the end of the year. | 2004-07-09 | ||
| TOP PICK | Cisco | CSCO-Q | 22.400 | Not a conservative play. Believes that the 50% accelerated tax depreciation will bring some demand in at the end of the year. | 2004-07-09 | ||
| TOP PICK | Motorola | MOT-N | 17.470 | Not a conservative play. Believes that the 50% accelerated tax depreciation will bring some demand in at the end of the year. | 2004-07-09 |